🚀BREAKING
SpaceX is up ~5% after reporting a strong Q3 beat:
Revenue: $14.6B vs. $12.7B est.
Up 161% YoY
EPS: $0.35 vs $0.15 est.
Adjusted EBITDA: $8.8B vs. $6.6B
Up 306% YoY
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🚨BREAKING
$SMCI up +11% on preliminary Q1 update
Revenue ~$19B vs Est. ~$15.2B
Gross Margin 12.5% vs prior ~10.6%
Driven by stronger AI platform demand
🚨BREAKING
Eli Lilly $LLY is up 4.5% today and up more than 15% since President Donald Trump called Eli Lilly a great company.
16 politicians hold the stock including President Donald Trump…
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🚨 This might be worth keeping an eye on
Yesterday, President Donald Trump held a Rally in Pennsylvania.
During his speech he said:
“Eli Lily, has just announced…great company by the way, a $3.5 billion dollar investment in a brand new state of art manufacturing facility….”
He then says:
“Nokia is investing $30 million to expand its semiconductor testing and packaging operations…”
“B. Braun announced a $20 million dollar expansion of its medical device manufacturing operation in Allentown, I love Allentown”
$LLY is currently trading at $1,107.48
$NOK is trading at $13.72
B. Braun (privately held)
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🚨BREAKING
The U.S stock market adds ~$700,000,000,000.00 in market cap today led by technology and AI stocks
🚨 JUST IN
Congresswoman Laurel Lee just disclosed a new Nokia $NOK investment after selling shares in May and June.
She sits on the Energy and Commerce Committee, which has jurisdiction over the telecom sector Nokia operates in.
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🚨BREAKING
Despite calls for “Black Monday” stock market, futures opened green while VIX fell ~2%:
🚨BREAKING
Calls for a "Black Monday" stock market are spreading on social media after last week's sell-off.
The market had its worst week in 18 months due to weakness in AI and semiconductors plus higher oil prices.
Media reports are already comparing the drop to 1987.
Tokenized stocks are deep in the red today.
The futures market opens in 8 hours.
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🚨HUGE WEEK AHAED
Around 15% of S&P500 companies are scheduled to report earnings this week.
Including Netflix $NFLX and SpaceX $SPCX on Tuesday
AT&T $T Tesla $TSLA Meta $META and IBM $IBM on Wednesday
Bloom Energy $BE Lockheed Martin $LMT and Comcast $CMCSA on Thursday
And many more…
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🚨BREAKING
Calls for a "Black Monday" stock market are spreading on social media after last week's sell-off.
The market had its worst week in 18 months due to weakness in AI and semiconductors plus higher oil prices.
Media reports are already comparing the drop to 1987.
Tokenized stocks are deep in the red today.
The futures market opens in 8 hours.
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The CEO of Marvell Technology $MRVL disclosed selling 7500 shares for $1.76m yesterday.
The stock dipped 6% today and is down 16% this week.
6 politicians we track hold $MRVL including President Donald Trump and Ro Khanna
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🚨BREAKING
Tech stocks experienced a massive sell off this week, driven by inflation concerns and skepticism over AI infrastructure financing.
The Nasdaq 100 $NDX and $QQQ are down nearly 5.5% this week.
Meanwhile, many tech stocks like $INTC (held by Pelosi and the Trump administration), are down nearly 20%
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🚨BREAKING
The White House is exploring methods to buy more bitcoin:native for the Strategic Bitcoin Reserve.
🚨BREAKING
President Donald Trump just announced that the U.S. government will take an additional $955M stake in GlobalFoundaries $GFS
Bringing their total investment in the company to $1.63B
He also announced that Japan will put $21B into building semiconductor manufacturing facilities in New York, which $GFS will run.
The stock is up ~5% today.
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This is interesting…
Back in August, $MRNA was down almost 90% from its 2020 peak.
Congressman Ro Khanna bought the dip. Then again in early September.
The stock is up more than 600% YTD and is the best performing stock in the S&P500.
Khanna is still holding…
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🚨BREAKING
$TEVA just got FDA approval for the first once a month schizophrenia injection
The stock is up ~5% on the news
The only politician holding this stock is Alan Armstrong who sits on Senate Health Committee
He bought the stock back in March
The stock is up 45% since
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🚨JUST IN
SpaceX Starlink just announced it’ll offer complete U.S. phone coverage.
$SPCX is up ~3% after hours on the news.
AT&T, Verizon and T-Mobile dropped 5-8% after hours on the news.
7 politicians including President Donald Trump are invested in $SPCX
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🚨BREAKING
President Donald Trump just disclosed $126,000,000.00+ worth of new stock trades in the month of August.
It included more than 500 transactions across ~300 different tickers.
His largest buy is $META up to $25m on 8/21 when the stock was trading at ~$550.
The stock is at $721 today.
Meta is now his 3rd largest holding in the ~$1B portfolio.
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🚨JUST IN
Broadcom $AVGO is lining up more than $50B in financing for the custom AI chip it's building with OpenAI.
Apollo $APO and Blackstone $BX are among the potential lenders.
Talks are early. It's expected to close before year-end and could cover several gigawatts of OpenAI chip capacity.
22 members of congress hold $AVGO including President Donald Trump and Nancy Pelosi
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🚨BREAKING
A House committee just called Webull's American branding a cover story. Claiming the brokerage is tied to the Chinese government.
The House Select Committee on China released a report finding Webull's ownership, technology, workforce, data handling and financing all run through ties to Beijing.
$BULL stock fell about 32% in premarket trading on the news, and slightly recovered since.
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Less than 3 weeks ago the Trump administration announced a $450m investment into $ELMT
A few days ago it was announced $ELMT landed a $36m government contract.
The stock is up nearly 11%
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🚨BREAKING
The Trump Administration announced a $450,000,000 investment in a critical materials and specialty components company.
This is the 12th company the government invested in since Trump took office.
Here is the full story:
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Vistra is up another 7.3% today.
Up more than 10% since we posted about the Trump administration plan to loan them $4b
🚨BREAKING
The Trump administration is planning to offer Vistra $VST a $4,000,000,000.00 loan to upgrade three nuclear plants.
It's part of a bigger push to expand nuclear power capacity in the US.
Pelosi invested nearly $750k into the stock at an average share price of ~$171
Peter Thiel invested nearly $60m into the stock at an average price of ~$159
The stock is trading at $140 today.
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